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On this page, we present all of the funds holding PFX from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding PFX, with a link to that fund's top holdings. The next columns
indicate the amount of PFX stock held by each of the funds holding PFX, followed by the PFX position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 15 funds holding PFX within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Adalta Capital Management LLC. For more details on the positions held by Adalta Capital Management LLC
(or by any of the other funds holding PFX), click the fund name in the "Holder" column of the funds-holding-PFX table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Adalta Capital Management LLC | 135,714 | $5,713 | 12/31/2023 | PFX | 135,714 | $5,713 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 131,458 | $5,554 | 12/31/2023 | PFX | 131,458 | $5,554 | 12/31/2023 | 22NW LP | 117,885 | $4,969 | 12/31/2023 | PFX | 117,885 | $4,969 | 12/31/2023 | Morgan Stanley | 66,296 | $2,801 | 12/31/2023 | PFX | 66,296 | $2,801 | 12/31/2023 | American Financial Group Inc. | 64,327 | $2,717 | 12/31/2023 | PFX | 64,327 | $2,717 | 12/31/2023 | Almitas Capital LLC | 17,818 | $753 | 12/31/2023 | PFX | 17,818 | $753 | 12/31/2023 | Legal & General Group Plc | 16,577 | $700 | 12/31/2023 | PFX | 16,577 | $700 | 12/31/2023 | Susquehanna International Group LLP | 5,348 | $224 | 12/31/2023 | PFX | 5,348 | $224 | 12/31/2023 | Advisor Group Holdings Inc. | 2,587 | $109 | 12/31/2023 | PFX | 2,587 | $109 | 12/31/2023 | Compagnie Lombard Odier SCmA | 2,500 | $105 | 12/31/2023 | PFX | 2,500 | $105 | 12/31/2023 | Allworth Financial LP | 2,166 | $96 | 03/31/2024 | PFX | 2,166 | $96 | 03/31/2024 | UBS Group AG | 1,826 | $77 | 12/31/2023 | PFX | 1,826 | $77 | 12/31/2023 | Retirement Group LLC | 1,204 | $51 | 12/31/2023 | PFX | 1,204 | $51 | 12/31/2023 | Wells Fargo & Company MN | 260 | $11 | 12/31/2023 | PFX | 260 | $11 | 12/31/2023 | Archer Investment Corp | 126 | $5 | 12/31/2023 | PFX | 126 | $5 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | PFX | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of PFX
See Details: Top 10 Hedge Funds Holding PFX
Also See: PFX Insider Buying
Also See: PFX Holdings Changes
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